Ascensus · 19 hours ago
Manager, Client Services
United States
Full-time
Remote
Mid, Senior Level
7+ years expAscensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Manager, Client Services is responsible for managing a staff of associates in delivering excellent client service to plan sponsors, brokers/agents, and financial partners in all aspects of retirement plan services.
ConsultingRetirementTraining
Responsibilities
Motivate, lead and support team members to provide excellent customer service by ensuring that staff is properly trained to respond to inquiries in a professional manner
Participate in the hiring process by conducting interviews and evaluating candidates
Responsible for providing team members with substantive, periodic feedback on performance, including the completion of performance planning, performance updates and the annual performance appraisal
Monitor service levels and telephone calls productivity
Review and act upon daily production reports
Plan and organize workflow in order to meet service commitments
Produce weekly/monthly production reports outlining completed cases and pending cases
Develop staffing strategies for appropriate allocation of resources to meet business needs and client service commitments/objectives
Coordinate the successful training and instruction of new associates
Develop staff on industry knowledge, general business skills set, and professional development
Develop workflow alternatives that will streamline the production process, including the identification of opportunities for improvement, make recommendations for changes and help implement those changes
Perform other duties and special projects as assigned
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture
Qualification
Required
Bachelors Degree required
3-5 years supervisor/managerial industry experience
7-10 years overall industry experience
Proficiency with Microsoft Office
Comprehensive knowledge of Ascensus record keeping system and retirement plans; or experience in recordkeeping systems at other recordkeeping providers
Excellent analytical and problem solving skills
Ability to work well under pressure with multiple priorities and deadlines
Superior Interpersonal Skills
Superior Presentation Skills
Superior Written and Oral Communication Skills
Superior Conflict Resolution Skills
Superior Project Management Skills
Superior Coaching and Mentoring Skills
Superior Time Management Skills
Must be able to travel
Preferred
Advanced degree or industry specific certification (ASPPA, CEBS, etc.) strongly preferred
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2026-01-20
2026-01-16
2025-10-09
Company data provided by crunchbase